Author

Win Thin 153 posts 0 comments

Win Thin is the Head of Emerging Markets Currency Strategy at Brown Brothers Harriman. He has a broad international background with a special interest in developing markets. Win received his Ph.D. in economics from Columbia University in 1995, specializing in international and development Economics. He received an MA from Georgetown University in 1985 and a B.A. from Brandeis University 1983.

Political Economy

Argentina – From Bad to Worse

Win Thin
We appear to be on the cusp of a more serious crisis in Argentina, as things are moving from bad to worse. Spot ARS has dropped as much as 20% earlier today, while the implied “blue chip” FX rate has fallen nearly 10% over the past two…
Economy

EM Preview For the Week Ahead: 2014-01-13

Win Thin
By Win Thin and Ilan Solot Despite the growing tensions in Thailand and the risk of military involvement, equity indices stared off the week higher and THB stable. There is some optimism that a possible delay to the February 2 vote could…
Markets

Indonesia: Falling Behind the Curve

Win Thin
Bank Indonesia has fallen far behind the curve in its currency management tactics. After fairly steady intervention kept USD/IDR trading near the 10,000 area from May through early August, the authorities have been allowing the pair to move…
Economy

Iran now in economic turmoil

Win Thin
By Win Thin Recent developments in Iran are worth discussing.  We feel that with Middle Eastern political risk on the rise lately, Iran is more likely to have the largest impact on global markets, while escalating tensions between Syria…
Economy

Mexico Fundamentals Are Solid

Win Thin
The economy remains in solid shape, with exports, IP, retail sales all holding up well despite the sharper US slowdown. GDP rose 4.6% y/y in Q1, and is tracking at a similar rate for Q2. Manufacturing PMI rose to 55.7 in June from 54.3 in…

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